Added to YB: 2026-01-07
Pitch date: 2025-10-30
PNG.V [bullish]
Kraken Robotics Inc.
+13.23%
current return
Author Info
No bio for this author
Company Info
Kraken Robotics Inc., a marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for unmanned underwater vehicles used in military and commercial applications in Canada, the Asia Pacific, Europe, the Middle East, Africa, North America, and internationally.
Market Cap
CAD 2.1B
Pitch Price
CAD 6.50
Price Target
12.00 (+69%)
Dividend
N/A
EV/EBITDA
93.61
P/E
111.66
EV/Sales
19.55
Sector
Electronic Equipment, Instruments and Components
Category
value
Kraken Robotics Inc. - $PNG.V
PNG.V: Profitable defense drone supplier (70% military, 30% commercial) growing 43%/48% in 2026E/27E vs peers' 16-39%. 55% gross margins, 23% EBITDA margins expanding to 28%. Trades 33x EBITDA vs peers at 53-90x. Uplisting to TSX/Nasdaq catalyst. $8-12 price target (64-146% upside).
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